Challenges in Planning for the Disabled

Step 1: Select Desired Format In Blue

Step 2:

Live Webcast/Rebroadcast - You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.
On-Demand - You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.

Course Description

Live Webcast - September 19th, 2018

  • 6:00-8:15am PST / 7:00-9:15am MST / 8:00-10:15am CST / 9:00-11:15am EST

Planning for a person with a disability requires special consideration of a number of factors. These include; making conscientious decisions about future plans for the person with a disability in order to assure quality of life, including residential placement, employment, social activities, medical care, and burial arrangements; recommending persons to serve as guardians/advocates when parents are no longer alive to provide supervision and ensure that appropriate services are accessed. These may be family members, friends, or professional advocacy groups; considering parents’ potential long-term care costs; determining funding mechanisms to carry out the plan; ensuring that funds left for the benefit of a person with a disability are managed properly; and avoiding loss of eligibility for government benefits such as SSI, Medicaid, and similar benefits.



  • David S. Banas
    Attorney David S. Banas concentrates his practice on Special Needs Estate Planning and Elder Law, traditional family estate planning, guardianships, and trust and estate administration. Dave is a graduate of the Capital University Law School in Columbus, Ohio, and the Ohio University in Athens, Ohio, where he received his degrees cum laude. Dave has co-authored articles appearing in the Probate Law Journal of Ohio and is a frequent presenter at various events, such as the Ohio State Bar Association’s Elder Law Institute and the Ohio State Bar Association Annual Convention.

    Contact David S. Banas


    John Harrison
    Attorney John R. Harrison practices in the areas of elder and special needs law. He assists older adults and individuals with special needs and their families with estate planning, Medicaid, guardianship, litigation, probate matters, and the maintenance of public benefits. He also works with public agencies throughout Ohio that provide services to individuals with developmental disabilities, mental illness, or who have substance abuse issues.


    Contact John Harrison

      • 2 General Credits
      • ProLawCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

        ProLawCLE does not seek approval in the state of Virginia.

        Each state has its own governing rules and regulations with regards to CLE courses and formats, therefore please contact your state MCLE regulatory entity for further details about your state's rules. Please visit our State Requirements page for information regarding your state's CLE requirements and/or contact information for your state bar.

        As stated in our Reciprocity Provision, ProLawCLE will grant credit in the following states through reciprocity, therefore direct application will not be made in these states:

        AK, AR, CO, FL, ME, MT, ND, NH, NJ, NY, and PR.

        ProLawCLE is dedicated to providing quality education from expert speakers and ensuring each attorney receives CLE credit for their participation. If for some reason a particular course does not receive approval in the attorney's primary state of licensure, ProLawCLE will give credit for a future approved course or give a full refund, if applicable.

      Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.
    1. SPECIAL CONSIDERATIONS IN PLANNING
    2. PRESERVING AND RESTORING PUBLIC BENEFITS
    3. MAXIMIZING QUALIFIED EXPENSES
    4. UNIQUE DRAFTING CHALLENGES AND WORKAROUNDS

Related Items